Formerly PGIM India Arbitrage Rg Pl Ann DP
However, Scripbox does not recommend investing in arbitrage mutual funds.
Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.
Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
96 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
To generate income by investing in arbitrage opportunities that potentially exist between the cash and derivatives market as well as within the derivatives segment of the market. Investments may also be made in debt & money market instruments.
Low to Moderate
Aug 27, 2014
Launched (7y ago)
AUM in Crores
NIFTY 50 Arbitrage TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Comparison with Hybrid Funds
Multi Asset Allocation
About the AMC
PGIM India Asset Management Private Limited
PGIM India Asset Management Private Limited manages assets worth 8,502 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.
₹ 785 Cr
International - Others
₹ 1,045 Cr
₹ 929 Cr
₹ 785 Cr
₹ 69 Cr
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PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a arbitrage hybrid fund and has delivered an annualised return of 5.8% over a period of 7 years .The fund was previously known as PGIM India Arbitrage Rg Pl Ann DP.The fund is managed by PGIM India Asset Management Private Limited.The fund managers are Hitash Dang, Kumaresh Ramakrishnan, Utkarsh Katkoria
To generate income by investing in arbitrage opportunities that potentially exist between the cash and derivatives market as well as within the derivatives segment of the market. Investments may also be made in debt & money market instruments. However, there is no assurance that the objective of the scheme will be realized.
The PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Aug 27, 2014. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-03-05 is ₹ 11.4278. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 95.512. The category risk of the PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Low Risk. The fund charges 0.97 % as expense ratio.
The fund’s highest allocation is towards others and has invested 100.3% in this asset class. The top three holdings of the fund are future on adani ports & special economic zone ltd,adani ports & special economic zone ltd and future on aurobindo pharma ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR
PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.